FFG Partners, LLC
- SEC CIK
- 0002045972
- Latest filing
- Jul 9, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 22, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 33
- +7 vs. Q1 2025
- Portfolio value
- $300.8M
- +$57.8M (+23.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,039 | $235.4K | 0.1% | +1,039 | New | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,243 | $238.8K | 0.1% | +32+1.0% | Added | – |
| MSTRStrategy Inc | Stock | 880 | $355.7K | 0.1% | −100−10.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 1,566 | $454.2K | 0.2% | +540+52.6% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,701 | $517.0K | 0.2% | +110+6.9% | Added | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,829 | $591.8K | 0.2% | +132+1.7% | Added | – |
| TSLATesla, Inc. | Stock | 2,117 | $672.5K | 0.2% | +2,117 | New | History |
| GOOGAlphabet Inc. | Stock | 4,082 | $724.2K | 0.2% | −4,657−53.3% | Reduced | History |
| AAPLApple Inc. | Stock | 4,054 | $831.9K | 0.3% | +3+0.1% | Added | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 4,679 | $987.1K | 0.3% | −55−1.2% | Reduced | – |
| IAUiShares Gold Trust | ETF | 18,413 | $1.15M | 0.4% | −10,443−36.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,672 | $1.33M | 0.4% | +2,672 | New | History |
| ETHAiShares Ethereum Trust ETF | SHS | 70,600 | $1.35M | 0.4% | +70,600 | New | History |
| PANWPalo Alto Networks Inc | Stock | 10,706 | $2.19M | 0.7% | −49,450−82.2% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 69,708 | $4.27M | 1.4% | +69,708 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 56,870 | $6.45M | 2.1% | +6,982+14.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,582 | $7.07M | 2.4% | −23,036−70.6% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 41,670 | $7.34M | 2.4% | −36,924−47.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 6,916 | $9.26M | 3.1% | +6,916 | New | History |
| iShares Inc464286806 | MSCI GERMANY ETF | 222,247 | $9.40M | 3.1% | +222,247 | New | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 21,779 | $11.1M | 3.7% | +21,779 | New | History |
| UBERUber Technologies, Inc | Stock | 122,844 | $11.5M | 3.8% | +122,844 | New | History |
| SPOTSpotify Technology S.A. | Stock | 15,310 | $11.7M | 3.9% | +15,310 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 30,100 | $14.6M | 4.9% | +1,403+4.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 53,196 | $14.7M | 4.9% | −3,938−6.9% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 170,625 | $16.0M | 5.3% | +170,625 | New | History |
| COSTCostco Wholesale Corp | Stock | 17,131 | $17.0M | 5.6% | −1,715−9.1% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 58,531 | $17.8M | 5.9% | −21,604−27.0% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 159,443 | $21.7M | 7.2% | +1,233+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 103,497 | $22.7M | 7.5% | +33,738+48.4% | Added | History |
| LLYEli Lilly & Co | Stock | 30,446 | $23.7M | 7.9% | +9,590+46.0% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,310,541 | $23.8M | 7.9% | −179,572−12.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 247,295 | $39.1M | 13.0% | +12,299+5.2% | Added | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 142,256 | $12.5M | 5.1% | History |
| WELLWelltower Inc. | REIT | 44,225 | $6.78M | 2.8% | History |
| BLKBlackRock, Inc. | Stock | 6,539 | $6.19M | 2.5% | History |
| ASMLASML Holding NV | ADR | 806 | $534.7K | 0.2% | History |